Investment Strategies – Page 11
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Interviews
Emerging markets, changing world
Julian Mayo, co-CIO at emerging markets specialist Charlemagne Capital, has a memory from the early 1990s that serves as a corrective to the idea of ‘de-coupling’.
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Asset Class Reports
European Equities: Debating ‘quality’
Martin Steward finds three strategies, each with impressive longevity, illustrating three very different interpretations of ‘quality’ in European equities
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Asset Class Reports
European Equities: Is there value in the periphery?
The most troubled countries in Europe appear to be turning a corner. Joseph Mariathasan looks at the opportunities in their equity markets, and asks if investors should go for quality or the more abundant domestic-focused and cyclical stocks
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Special Report
Green listings
Nina Röhrbein reports on how stock exchanges apply pressure on their listed companies to be more sustainable
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Features
Yielding results
Ultra-low bond yields and high dividend yields suggest low-risk investors should consider equity income funds. Joseph Mariathasan looks at the options
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Features
AIFMD: the rush to regulate
With its mid-year implementation deadline looming, Giuseppe Rumi and Giorgio Tosetti update us on the state of play for the Alternative Investment Fund Managers Directive
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Asset Class Reports
Small & Mid-Cap Equities: Hungry, growing, focused
In a world obsessed with the safe havens of multi-national mega-cap cash machines, Joseph Mariathasan revisits the case for smaller companies
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Asset Class Reports
Small & Mid-Cap Equities: So many stocks, so little time
Joseph Mariathasan considers the resource demands inherent in making the compelling global small-cap opportunity manageable
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Asset Class Reports
Small & Mid-Cap Equities: Punching above their weight
Martin Steward takes a tour of some world-beating European companies with four leading small-caps managers
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Special Report
Split over atoms
Nina Röhrbein finds few pension funds have specific policies on nuclear, and reports differing views among funds and managers
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Features
Contagious junk?
Speculation that European downgrades could squeeze EM corporate bond issuers is overblown, finds Martin Steward
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FeaturesThe correlation myth
Patrick Burke d’Orey argues that factor analysis shows that correlations are not at all-time highs – and that even in 2008 there was wide dispersion in pair-wise factor correlations
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Features
Relationship issues
The demand from pension funds for greater transparency from their custodians is growing more urgent, finds Iain Morse
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Special Report
Assessing the Arctic
Nina Röhrbein questions the oil industry’s claims to have cleaned up its act enough after Deepwater Horizon to be trusted in the pristine waters of the Arctic.
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Features
Australia: gateway to Asia?
It is right on Asia’s doorstep, but James Dunn finds that outside the big resource names there is surprisingly little Asia exposure in Australia’s stock market
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Asset Class Reports
Emerging & frontier equities – The private market complement
Mark Mobius outlines why private equity is different in emerging markets from in developed – but also different from your existing public emerging markets exposure
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Asset Class Reports
Emerging & frontier equities – A turn in the cycle
There is a tussle between ‘quality’ and cyclicality among the top strategies in emerging market equities. Martin Steward looks at how three portfolios are shaping up for a possible turn in risk appetite
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Features
Don’t be surprised by inflation
Nicholas Johnson, Berdibek Ahmedov and Ronit Walny argue that now is the time to build a real asset bucket in diversified portfolios
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Asset Class Reports
Emerging & frontier equities – Tactical and strategic
As slowing growth depresses emerging market valuations, Joseph Mariathasan argues that this might be the time to adjust strategically for the new, long-term growth and risk paradigms
